DoorDash (DASH) Faces Olo Threat As Fair Value Debate Gets Harder

Olo’s new consumer app has thrown a fresh question at DoorDash (DASH). The challenger promises restaurant menu prices without traditional delivery markups, plus a 5% network fee that could appeal to cost focused diners. The broader picture around DoorDash is a mix of strong long term gains and a tougher recent stretch. The share price is down about 5% over the past month and 18% year to date, while the 3 year total shareholder return is up more than 150%. This suggests long term holders are...